Compare · 3 funds side by side · dividends reinvested

FNK, VIG and VUG

FNKFirst Trust×VIGVanguard×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,583VIG · best of the three

Story of the three · IncomeMost incomeFNK · 1.52% · $152 a year on $10k

Story of the three · RiskSmallest drop

FNK, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.6

First Trust Mid Cap Value AlphaDEX FundUS Stock Styles · Mid cap0.74%1.52%+17.6%+22.7%+14.8%+8.5%−9.1%13.9%$238M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: FNK 2011 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Mid Cap Value AlphaDEX Fund · $238M$15,033

FNK

VIG

Vanguard Dividend Appreciation ETF · $109B$16,583

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

FNKMeasure

More Ways to See the Pairs

FNK vs VIG: Top 5 Holdings

Today

FNK

4.5%in top 5

VIG

in top 522.1%

FNKStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Cost, Income and Risk

Fees: FNK, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

FNK0.74%$74

End-of-day Nov 10, 2026 · fee on $10,000 a year

Yields: FNK, VIG, VUG

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

VIG

+17.6%Year to dateJan 1 → Nov 10+15.1%

+22.7%1 yearTotal return+17.8%

+14.8%3 years · per year$10,000 became $15,117 · $16,696+18.6%

+8.5%5 years · per year$10,000 became $15,033 · $16,583+10.6%

0.74%Expense ratio$74 · $4 a year on $10k · lower is better0.04%

1.52%Trailing 12-mo yield$152 · $146 a year on $10k1.46%

−9.1%Worst dropSmaller is better−7.9%

13.9%VolatilityLower is calmer11.0%

FNKVIG Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5VIG wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.1%ADTnot top 5

0.9%RRCnot top 5

0.9%SIRInot top 5

0.9%MHKnot top 5

0.8%RDNnot top 5

Held in common2.0%

End-of-day Nov 10, 2026 · share of each fund

FNK vs VIG Returns, Every Period

5Y

First TrustFNK

+8.5%

5 years, per year

VIGVanguard

+10.6%

5 years, per year

FNKVIGFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FNK vs VIG

YTD

First TrustFNK

+17.6%

VIGVanguard

+15.1%

+17.6%Year to date+15.1%

−9.1%Worst drop · 1Y−7.9%

13.9%Volatility · 1Y11.0%

1.5%Yield1.5%

$238MAssets$109B

2–1VIG wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.52%highest, FNK

FundTrailing yieldYield$10k

FNK1.52%$152

VIG1.46%$146

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$142most kept, VIG

VIG$146 − $4 = $142

FNK$152 − $74 = $78

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FNK, VIG, VUG

Today

26.4%most shared, VIG and VUG

FNKVIGVUG

FNK—2.0%0.0%

VIG2.0%—26.4%

VUG0.0%26.4%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.7%FNK, at 13.9% volatility

VIGWorst drop−7.9%11.0% vol

FNKWorst drop−9.1%13.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

FNKVIG

+17.6%Year to date+15.1%

1.5%Yield1.5%

+22.7%Past year+17.8%

0.74%Fee0.04%

2–1FNK wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

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FNK, VIG and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three